At Heritage Trust, we are proud to announce 2019 as the 25th year of offering our trust services to you! We began as an independent state chartered trust company in New Mexico in 1994, and use our independence, experience and flexibility to meet your needs. We pride ourselves on finding creative solutions for our clients, and we think we can do better than anyone else. Put our years of experience to the test and let us provide our services to you today, whatever your needs are.

Smoothly operating team work is hard to find these days! Our team has been working together to bring the best our company has to offer to all of our valued clients, long-term and prospectively new! Staff members create the right atmosphere for all the puzzle pieces to fall into place when it comes to working with our clients and business affiliates. We meet challenges and embrace difficulties, viewing them as opportunities for growth. Meet the team and get to know who you are entrusting your sensitive family and financial matters to.

View Our Team

Life is a journey, not a destination, and sometimes life's road leads to new and exciting adventures. After 16 years of unyielding and dedicated service, Daniel Montoya has announced his departure from Heritage Trust Company to begin the next chapter of his adventures. He brought thorough and impeccable knowledge to our clients and provided the utmost in customer service and sound advice. We wish Daniel the best of luck in his future endeavors!

At Heritage Trust, we are gearing up for tax season, which is just around the corner. We'll be issuing K-1 Forms for our trust clients in the coming months, so be sure to wait for your documentation before you file you personal taxes. Questions? Please contact our office and speak with any of our knowledgeable staff and we promise to make this tax season a smoother experience.

The Heritage Trust staff has lots of experience in handling all types of client situations that arise (like the time we relocated 63 cats and 16 dogs). Want to know more? Check out our staff stories and client testimonials below. We're here to lend a helping hand.

Our Stories

Client Testimonials